KathrynG3
Expert Alumni

Retirement tax questions

It depends what you have entered so far.

 

The 401(k) plan is a Qualified plan as @dmertz stated.

The next screen will ask Do any of these situations apply to you? Check the boxes according to your circumstances.

 

TurboTax needs to  know if the distribution was due to a qualified disaster, including COVID-19.

 

We also need to know if you were a public safety officer or if there is something unusual with your Form 1099-R, that it was a substitute or corrected. 

 

If none of these apply, select None of these apply.

 

For more information, see: What is a "qualified retirement plan"?

When to Use Tax Form 1099-R: Distributions From Pensions, Annuities, Retirement, etc. - TurboTax Tax...